Overview
Assets Under Management: $2.2 billion
High-Net-Worth Clients: 433
Average Client Assets: $0.5 million
Frequently Asked Questions
ONEX CANADA ASSET MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144928), ONEX CANADA ASSET MANAGEMENT INC. is subject to fiduciary duty under federal law.
ONEX CANADA ASSET MANAGEMENT INC. serves 433 high-net-worth clients according to their SEC filing dated April 23, 2024. View client details ↓
According to their SEC Form ADV, ONEX CANADA ASSET MANAGEMENT INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ONEX CANADA ASSET MANAGEMENT INC. manages $2.2 billion in client assets according to their SEC filing dated April 23, 2024.
According to their SEC Form ADV, ONEX CANADA ASSET MANAGEMENT INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 433
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.96%
Average Client Assets: $0.5 million
Total Client Accounts: 751
Discretionary Accounts: 749
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 144928
Filing ID: 1868779
Last Filing Date: 2024-04-23 12:38:00